The Western Alliance is proud to announce CPIA designation courses will be available via webinar format beginning in January 2024 at  


Check our calendar of events for course informatioin.  

Registrations will be open soon!

CPIA - Certified Professional Insurance Agent

Empowering Insurance Professionals into the Future

The CPIA designation is first-of-its-kind, hands-on, how-to training. To earn the CPIA designation candidates are required to participate in a series of three, one-day seminars THE BEST PART IS NO EXAMS!
Completion is due three years from the first course.

These seminars are designed to enhance the ability of producers, sales support staff, and company personnel to efficiently create and distribute effective insurance programs. Participants leave with ideas that will produce sales results immediately.

While not a requirement, it is recommended that courses are taken in order.E&O Discounts apply for Utica National Policy Holders.

Each of the 3 courses are approved for 7 CE in
AZ | CA | ID | MT | NM | NV | OR | WA

Course Modules

Position for Success

Implement for Success

Sustain Success

During this workshop, participants focus on internal and external factors affecting
the creation of effective business development goals.

Factors discussed include:

current state of the insurance                 marketplace

competitive pressures

insurance carrier underwriting criteria

consumer expectations.

During this workshop, participants learn:

specific tools for analyzing consumer needs

how to utilize risk identification techniques to gather pertinent prospect

skills necessary to assimilate information gathered into customized coverage recommendations

how to prepare a complete submission

tips for preparing and presenting a comprehensive insurance proposal

This workshop focuses on fulfilling the implied promises contained in the insuring agreement.

Participants will:

review methods of providing evidence of insurance coverage

discuss policies and procedures for controlling errors and omissions including policy review and delivery, endorsements, claims-processing, and handling of client complaints

learn how to calculate the lifetime value of a client and techniques for generating referrals.

CPIA Update Requirement

The Certified Professional Insurance Agent designation stands for professionalism, commitment to professional training and results, and technical knowledge. To maintain the right
to use the CPIA designation, designees must complete an update on an annual basis * or maintain a Ruby, Sapphire or Diamond level membership with the CPIA Program.

* CPIA 1, CPIA 2, CPIA 3, Special Topics:

An Agent’s Guide to Understanding and Mitigating Cyber Exposures

Disaster and Continuity Planning for Business and Families

An E&O Loss Control Program for Agencies

PIA National says it is excited to resume the large, in-person, PIA National Advocacy Day Event. The advocacy day events are scheduled for Tuesday, May 9 and Wednesday, May 10, and are the same week as PIA National’s annual mid-year leadership conference.

No event sponsored by PIA National is more informative, and more important, than the annual advocacy day. That’s the day PIA members get to meet with their members of Congress in the Senate or House, or — at the very least — with important staff members, and advocate for issues critical to their own businesses, insurance business in their states and important insurance issues.

Some background.

In 2022, PIA implemented a series of year-round advocacy events, which gave agents the chance to meet virtually with federal policymakers on the issues that matter most to them. These rolling fly-ins were critical in advancing the interests of PIA members on our most pressing issues of focus, even as Capitol Hill’s heightened access restrictions persisted, due to the pandemic and security concerns.

Thankfully, the access restrictions were substantially lifted beginning with the 118th Congress on January 3rd, paving the way for the return of larger, in-person advocacy events like PIA’s annual Advocacy Day.

So save those dates!

On Tuesday, May 9, attendees will gather at the Westin in Old Town Alexandria to prepare for their congressional meetings, which will be held on Wednesday, May 10.

As part of that preparation, PIA National will be hosting two policy panels in the afternoon on flood insurance and crop insurance. Those sessions will feature stakeholders involved in both issues.

The panels will be followed by an issue briefing with details, background, and the very latest information on the status of critical insurance issues and those important to the independent agency system.

The day will close with a welcome reception.

The next day, Wednesday, May 10, buses will transport you to Capitol Hill for your morning meetings. We have reserved an area at the Capitol Hill Club for you to stop in and relax between meetings; the Capitol Hill Club space will be available from approximately 10:00am to 3:30pm.

Then, our Capitol Hill Reception, also at the Capitol Hill Club, will begin at 4:30pm.

Registration for Advocacy Day (as well as registration for the separate PIA Spring Leadership meetings to be held later that week) will open in the coming weeks!

In the meantime, for more information, please contact Jon Gentile at or your state affiliate executive.

Source: PIA National —